True North Advisors, LLC Incresed Positions in Q3 2024

True North Advisors, LLC

  • $378 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GE
General Electric CO

Industrials
15.3K
+ 142.55%
$156.66 - $189.66 $2.39M - $2.89M
26K $4.9M
TM
Toyota Motor Corp

Consumer Cyclical
3.15K
+ 300.86%
$167.18 - $207.59 $527K - $655K
4.2K $750K
FAST
Fastenal CO

Industrials
1.65K
+ 5.23%
$62.09 - $71.83 $102K - $119K
33.2K $2.37M
KMX
Carmax Inc

Consumer Cyclical
2.35K
+ 5.1%
$71.21 - $85.78 $167K - $202K
48.4K $3.75M
CTVA
Corteva, Inc.

Basic Materials
1.11K
+ 1.86%
$50.72 - $58.78 $56K - $65K
60.5K $3.55M
BAC
Bank Of America Corp

Financial Services
8.17K
+ 68.27%
$36.65 - $44.13 $299K - $360K
20.1K $799K
COST
Costco Wholesale Corp

Consumer Defensive
24
+ 0.39%
$801.83 - $917.05 $19.2K - $22K
6.23K $5.52M
MKL
Markel Corp

Financial Services
165
+ 8.17%
$1494.55 - $1645.69 $247K - $272K
2.19K $3.43M
ACN
Accenture PLC

Technology
184
+ 6.32%
$295.44 - $355.81 $54.4K - $65.5K
3.09K $1.09M
AFL
Aflac Inc

Financial Services
802
+ 19.93%
$88.52 - $111.8 $71K - $89.7K
4.83K $539K
UNH
Unitedhealth Group Inc

Healthcare
157
+ 16.0%
$488.01 - $604.18 $76.6K - $94.9K
1.14K $665K
HD
Home Depot, Inc.

Consumer Cyclical
89
+ 4.25%
$333.64 - $405.2 $29.7K - $36.1K
2.18K $883K
EQIX
Equinix Inc

Real Estate
127
+ 36.81%
$749.0 - $890.01 $95.1K - $113K
472 $418K
JPM
Jpmorgan Chase & CO

Financial Services
405
+ 6.36%
$194.9 - $224.8 $78.9K - $91K
6.77K $1.43M
SBUX
Starbucks Corp

Consumer Cyclical
215
+ 4.09%
$72.51 - $98.6 $15.6K - $21.2K
5.47K $532K
VTV
Vanguard Value ETF

ETFs
576
+ 39.21%
$159.75 - $174.57 $92K - $101K
2.05K $356K
MELI
Mercadolibre Inc

Consumer Cyclical
1
+ 0.35%
$1591.44 - $2140.1 $1.59K - $2.14K
283 $580K
PG
Procter & Gamble CO

Consumer Defensive
364
+ 6.07%
$160.76 - $177.82 $58.5K - $64.7K
6.36K $1.1M
BLK
Black Rock Inc.

Financial Services
42
+ 9.59%
$782.27 - $949.51 $32.9K - $39.9K
480 $455K
NVDA
Nvidia Corp

Technology
1.23K
+ 5.8%
$98.91 - $134.91 $121K - $166K
22.4K $2.72M
ABT
Abbott Laboratories

Healthcare
198
+ 2.56%
$100.07 - $118.13 $19.8K - $23.4K
7.95K $906K
MCD
Mcdonalds Corp

Consumer Cyclical
151
+ 14.7%
$245.82 - $304.51 $37.1K - $46K
1.18K $358K
ITOT
Ishares Core S&P Total U.S. St

ETFs
451
+ 8.78%
$113.41 - $125.62 $51.1K - $56.7K
5.59K $701K
AMGN
Amgen Inc

Healthcare
220
+ 24.18%
$309.38 - $337.38 $68.1K - $74.2K
1.13K $364K
CPT
Camden Property Trust

Real Estate
375
+ 16.09%
$107.5 - $126.88 $40.3K - $47.6K
2.71K $334K
USPH
U S Physical Therapy Inc

Healthcare
1.44K
+ 22.51%
$81.64 - $98.68 $117K - $142K
7.83K $662K
VTI
Vanguard Total Stock Market Et

ETFs
85
+ 2.88%
$255.18 - $283.2 $21.7K - $24.1K
3.03K $859K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
8
+ 0.39%
$386.81 - $423.12 $3.09K - $3.38K
2.08K $879K
ISRG
Intuitive Surgical Inc

Healthcare
25
+ 2.07%
$416.14 - $494.01 $10.4K - $12.4K
1.23K $605K
SPGI
S&P Global Inc.

Financial Services
69
+ 14.84%
$446.32 - $527.38 $30.8K - $36.4K
534 $275K
CCI
Crown Castle International Corp

Real Estate
95
+ 4.22%
$95.29 - $120.24 $9.05K - $11.4K
2.35K $278K
PEP
Pepsico Inc

Consumer Defensive
203
+ 4.51%
$161.9 - $179.3 $32.9K - $36.4K
4.7K $799K
OXY
Occidental Petroleum Corp

Energy
1.92K
+ 44.22%
$49.91 - $63.73 $96K - $123K
6.27K $323K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
619
+ 2.71%
$17.09 - $20.23 $10.6K - $12.5K
23.4K $445K
EMR
Emerson Electric CO

Industrials
350
+ 15.99%
$98.19 - $118.87 $34.4K - $41.6K
2.54K $277K
SCHX
Schwab Strategic Tr Us Large C

ETFs
3
+ 0.03%
$61.11 - $67.85 $183 - $204
9.66K $655K
IVV
Ishares Core S&P 500 ETF

ETFs
17
+ 2.32%
$520.18 - $576.82 $8.84K - $9.81K
750 $432K
VEA
Vanguard Ftse Developed Market

ETFs
14
+ 0.2%
$47.6 - $53.31 $666 - $746
7.14K $377K
VGT
Vanguard Information Technolog

ETFs
34
+ 6.98%
$514.43 - $606.85 $17.5K - $20.6K
521 $305K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
27
+ 0.35%
$36.98 - $41.55 $998 - $1.12K
7.64K $314K
QQQ
Invesco Qqq Trust, Series 1

ETFs
3
+ 0.13%
$434.77 - $502.96 $1.3K - $1.51K
2.39K $1.17M
NFLX
Netflix Inc

Communication Services
1
+ 0.26%
$598.55 - $722.26 $599 - $722
381 $270K
Ge Vernova Inc
3.9K
+ 162.94%
N/A
6.29K $0
FISV
Fiserv Inc

Technology
1
+ 0.01%
N/A
7.56K $946K
ASML
Asml Holding Nv

Technology
3
+ 1.0%
$749.82 - $1098.95 $2.25K - $3.3K
303 $252K
NVO
Novo Nordisk A S

Healthcare
225
+ 4.63%
$119.07 - $145.42 $26.8K - $32.7K
5.08K $604K
Activity Summary
Buys All Purchases 63 New Holdings 16 Increased Positions 47 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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